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Transcripts For BLOOMBERG Bloomberg Markets Asia 20240712

And the 775 barely. Seven point 75 barely. China is trying to cool down more. This rally also in tech stocks in shenzhen. Marginal gains in the csi 300, but the chinext seems to be on fire. 8 10 of 1 higher for shenzhen small caps. Keep in mind, offshore investors also sowed sold a record amount of stocks recently. Seems tohe hang seng, be brushing aside the executive order from President Trump. We are seeing the rally up more than 200 points for your hang seng. We are watching things like export data out of indonesia, indian trade numbers. When it comes to the philippines, that is the only loser on the board today. We are expecting to hear from the president to announce the latest quarantine measures. They have not really been able to stop this virus there. The nikkei up 3 10 of 1 . Steady stream of earnings in tokyo. Taking a look at the dollar, that seems to be dropping. You are watching things like your dollaryen unchanged ar ....

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Transcripts For FBC Barrons Roundtable 20240712

Sweet week for the market, up nicely, but if you look a little bit farther back, were actually right where we ended up in may. We went nowhere in june. What would move the market up or down Going Forward . Yeah, thats right. The market had a great week. The s p 500 finished up 4 . Only up 2 from a month ago, its gone nowhere. Theres been this push and pull between good news, we had a lot this week, both the payrolls numbers close to 5 million new jobs added, better manufacturing surveys, and that caused investors to overlook a lot of the bad coronavirus news. But thats just making back what we lost last week when the coronavirus news was the focus of the market, and were really going nowhere right now. Jack so what could change that . Youre looking ahead to earnings, i assume. Yeah. Thats going to be the big one. The earnings reports are coming. Were going to get banks in a couple weeks. Were also getting a few trickling out. There ....

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Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Last 400 days is we are finally on dollar support. We will talk about this through the show. On dxy, the blended dollar index , with strong euro contribution, we are really on the support of a signal to a weaker dollar. Jonathan it is the trait everyone would hope would develop it is the trade everyone was hoping would develop. We see that on the screen this morning. It is a tugofwar between pretty negative corporate guidance and the vaccine hopes that started yesterday evening. Lisa i would argue that the vaccine hopes are very much in the front of peoples mind this morning. The question of whether moderna can jack up production, as well as the Regulatory Approval they need to get this out and distributed. Meanwhile, more guidance from the big banks. Goldman reporting in about a half hours time. At 2 00 p. M. , the fed releases their july beige book. Some indication of how businesses are changing their expectations based on ....

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Transcripts For FBC Barrons Roundtable 20240712

Sweet week for the market, up nicely, but if you look a little bit farther back, were actually right where we ended up in may. We went nowhere in june. What would move the market up or down Going Forward . Yeah, thats right. The market had a great week. The s p 500 finished up 4 . Only up 2 from a month ago, its gone nowhere. Theres been this push and pull between good news, we had a lot this week, both the payrolls numbers close to 5 million new jobs added, better manufacturing surveys, and that caused investors to overlook a lot of the bad coronavirus news. But thats just making back what we lost last week when the coronavirus news was the focus of the market, and were really going nowhere right now. Jack so what could change that . Youre looking ahead to earnings, i assume. Yeah. Thats going to be the big one. The earnings reports are coming. Were going to get banks in a couple weeks. Were also getting a few trickling out. There ....

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Transcripts For BLOOMBERG Bloomberg Technology 20240712

Abigail doolittle who has been over this story. Nasdaq another record high today. What are you hearing about sort of the strength that we saw into end of todays session . Its pretty amazing. We have another record high for nasdaq. Nasdaq 100, big tech stocks continuing to do well. Those are the stayathome stocks this years defense. Theres an odd tension that you have this years defense and new hitting record high after record high. Interesting,t earlier today, you had tech slightly lower. Bulle end of the day really rushed through supporting technology. Investors looking past virus numbers. Its not going to slow the that it hadhe way on the shutdown. Back in february when the virus was raging in china, that down, stocks here ignoring it. It feels we are ignoring some of fundamental data. Take a look at the moves that we have on the day. Wasnt just tech. Tech actually on the day a sector. Ower as financials up 3. 5 . Bit of a nice cyclical tilt s p 500 beings s p helped out by bond fall ....

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